Jobi AI is DripJobs' built-in artificial intelligence assistant designed to help you communicate more effectively and efficiently with your customers. This powerful feature analyzes your deal data and generates personalized follow-up messages, saving you time while improving your customer communication.
Overview
Jobi AI includes two main features:
Deal Intelligence – Get instant analysis and insights about any deal in your pipeline
Communications Assistant – Generate AI-powered follow-up texts and emails with one click
Deal Intelligence
Deal Intelligence gives you a comprehensive snapshot of any deal by analyzing all available customer data. This is especially valuable for larger deals or when you need a quick refresher on where things stand.
How to Use Deal Intelligence
Open any deal in your pipeline
Click on the Deal Intelligence button
Click "Generate Deal Analysis"
What You'll See
The Deal Intelligence panel displays:
AI Summary – A brief description of the project and key details
Lead Score – How likely this deal is to close
Sentiment – The overall tone of your customer communication
Red Flags – Potential issues or concerns to address
Opportunities – Ways to move the deal forward
Days in Pipeline – How long this deal has been active
Communications Assistant
The Communications Assistant generates personalized follow-up messages based on your entire communication history with a customer. It creates multiple options for both text messages and emails, each scored for effectiveness.
How It Works
When generating messages, Jobi AI analyzes:
Chat History – All text message conversations with the customer
Deal Notes – Any notes you've added to the deal (voicemails, conversations, etc.)
Proposals – The details of any proposals you've sent
Company Notes – Notes added within your proposals
Using the Communications Assistant
Open a deal and navigate to the Jobi AI section
Click to generate communication suggestions
Review the generated options – each is scored (e.g., 7/10, 8/10, 9/10)
Choose your preferred message and click Send, or Copy to customize
Message Types
Type | Description |
Text Messages | Short, conversational follow-ups perfect for quick check-ins. Multiple options generated with effectiveness scores. |
Emails | More detailed messages with subject lines included. Ideal for professional follow-ups or when more context is needed. |
Tips for Best Results
Keep your notes updated – The more information in your deal (notes, proposals, chat history), the better the AI suggestions will be
Add company notes to proposals – These details help Jobi AI understand the context of each project
Use the regenerate option – Not happy with the suggestions? Click regenerate for new options
Review before sending – While Jobi AI generates excellent messages, always give them a quick review to ensure they fit your voice
Perfect For
Office Admins – Enable your admin staff to send professional follow-ups without needing project context
Remote Teams – Keep communication consistent even when team members work from different locations
Busy Contractors – Save time on follow-ups and focus on the work that matters
Large Deals – Quickly get up to speed on complex projects with Deal Intelligence
Important Note
Jobi AI generates suggestions based on available data. While the AI produces high-quality, contextually relevant messages, we recommend reviewing all communications before sending to ensure they align with your personal style and business needs.
Need Help?
If you have questions about Jobi AI or need assistance, reach out to our support team. We'd love to hear how you're using this feature in your business!